49100423R0010 ARV INTEGRATOR 20240322.pdf

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700)

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

9. Sealed offers in original and _____________________________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the depository located in until local time _______________________ (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All Offers are subject to all terms and conditions contained in this solicitation.

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

AREA CODE NUMBER EXTENSION

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM I CONTRACT CLAUSES

B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS

D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE

F DELIVERIES OR PERFORMANCE

G CONTRACT ADMINISTRATION DATA L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD

K REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ________ calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%) (See Section I, Clause No. 52-232-8)

14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

UEI: EFT: CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER 15A. NAME AND

ADDRESS OF

OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXTENSION 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)

10 U.S.C. 2304(c) 41 U.S.C. 3304(a) ( )

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

PHONE: FAX:

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

(Signature of Contracting Officer)

(REV. 6/2014)

10. FOR INFORMATION CALL:

11. TABLE OF CONTENTS

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33

Previous edition is unusable Prescribed by GSA-FAR (48 CFR) 53.214(c)

SOLICITATION, OFFER AND AWARD

SOLICITATION

OFFER (Must be fully completed by offeror)

AWARD (To be completed by Government)

1 116 N/A

TBD 49100423R0010

X

National Science Foundation Div. of Acq. & Cooperative Support 2415 Eisenhower Ave.

Alexandria VA 22314

4:00pm EDT 1 April 2024

See Attached Table of Contents

X 1-2

X 8-13

X 14-27

X 28

X 29

X 30-38

X 39-41

X 42-59

X 60-88

X 89

X 90-100

X 101-113

X 114-116

Div. of Acq. & Cooperative Support

DFM, Phone: (703) 292-8280 Commercial Cash Management

REFERENCE NO OF DOCUMENT BEING CONTINUED PAGE

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NSN 7540-01-152-8087 OPTIONAL FORM 336 (4/86)

Prescribed by GSA

FAR (48 CFR) 53.110

NAME OF OFFEROR OR CONTRACTOR

CONTINUATION SHEET

49100423R0010

Table of Contents

PART I - THE SCHEDULE

SECTION A - SOLICITATION/CONTRACT FORM

SF 33 SOLICITATION, OFFER AND AWARD

OF 336 - CONTINUATION SHEET

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PRICE/COST SCHEDULE

B.2 CONTRACT TYPE

B.3 IDIQ REQUIREMENTS

B.4 ORDERING INSTRUCTIONS

B.5 FEE

B.6 CPIF FORMULA CONSIDERATIONS, GROUND RULES

B.6.1 DISTINCTION BETWEEN THE ESTIMATED COST FOR A CPIF

REQUIREMENT AND TARGET COST

B.6.2 ESTABLISHMENT OF TARGET COST VERSUS ESTIMATED COST

B.6.3 IMPACT OF NSF-DIRECTED CHANGE REQUESTS ON TARGET COST AND

FEE

B.6.4 IMPACT OF NSF-DIRECTED CHANGE REQUESTS ON TECHNICAL

INCENTIVES

B.6.5 APPROVAL OR SATISFACTORY FULFILLMENT OF TECHNICAL

INCENTIVES

B.6.6 INVOICING FOR FEE PRIOR TO CPIF REQUIREMENT COMPLETION

B.6.7 INVOICING FOR FEE AFTER REQUIREMENT COMPLETION

B.7 EXAMPLE ORDER

B.7.1 EXAMPLE ORDER CLIN SCHEDULE

B.7.2 EXAMPLE ORDER CLIN DESCRIPTIONS

B.7.3 CLIN 0001, MANDATORY CPIF ELEMENTS

B.7.4 CLIN 0001, CPIF ADJUSTMENT FORMULA

B.7.5 CPIF ADJUSTMENT FORMULA DEFINITIONS

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 BACKGROUND

C.2 STATEMENT OF WORK

C.2.1 DESCRIPTION OF THE MREFC PROCESS

C.2.2 MREFC PHASES

C.2.3 FINAL DESIGN PHASE

C.2.4 CONSTRUCTION STAGE

C.2.5 PROJECT CLOSEOUT

C.2.6 DOCUMENTATION FOR ACCEPTANCE

C.2.7 TIMELINE

C.2.8 PLACE OF PERFORMANCE

C.2.9 TRANSITION TO OPERATIONS PHASE & SPECIAL REQUIREMENTS

C.2.10 CONTRACTOR STAFF, ROLES, AND RESPONSIBILITIES

C.2.11 CONTRACTS MANAGER

SECTION D – PACKAGING AND MARKING

D.1 GENERAL

SECTION E – INSPECTION AND ACCEPTANCE

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING OF CLAUSES INCORPORATED BY REFERENCE

F.2 REPORTING REQUIREMENTS

F.2.1 WEEKLY PROGRESS MEETINGS

F.2.2 MONTHLY PROGRESS REPORT

F.2.4 ANNUAL REPORT

F.2.5 SERVICE CONTRACT LABOR STANDARDS AND WAGE DETERMINATIONS

F.3 LEVEL-OF-EFFORT CERTIFICATION

F.4 NEW SCOPE AND PROPOSED CHANGES

F.5 CHANGE MANAGEMENT SYSTEM

F.6 DOCUMENT SHARING SYSTEM

F.7 SCHEDULE OF CONTRACT DELIVERABLES

F.7.1 FINAL DESIGN PHASE DELIVERABLES

F.7.2 CONSTRUCTION STAGE DELIVERABLES

F.7.3 PROGRESS REPORTS

F.7.5 CONTRACTS, DATA, AND WEBSITE REQUIREMENTS

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 NSF020 AUTHORITY OF GOVERNMENT PERSONNEL

G.2 NSF230 PERFORMANCE EVALUATION SYSTEM (MAR 2021)

G.3 NOTIFICATION OF CHANGES (ORAL OR WRITTEN)

G.4 FINAL PAYMENT

G.5 AGENCY STAFF, ROLES, AND RESPONSIBILITIES

SECTION H - SPECIAL CONTRACT REQUIREMENT

H.1 NSF030 SECURITY AND PRIVACY REQUIREMENTS – ACCESS TO NATIONAL

SCIENCE FOUNDATION FACILITIES AND UNCLASSIFED INFORMATION

TECHNOLOGY RESOURCES (MAY 2019)

H.2 NSF070 REPLACEMENT OF PERSONNEL – CONTRACTOR PERSONNEL

CONDUCT (AUG 2010)

H.3 NSF100 INSURANCE REQUIREMENTS (AUG 2013)

H.4 NSF110 ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICE

PROCESSING PLATFORM (IPP) (FEB 2019)

H.5 NSF130 KEY PERSONNEL FOR SOLICITATION

H.6 NSF240 GOVERNMENT SUPPORT (AUG 2013)

H.7 NSF250 RESTRICTIONS AGAINST DISCLOSURE OF INFORMATION (JAN 2014) .. 55

H.8 NSF300 DISCLOSURE OF ORGANIZATIONAL CONFLICT OF INTEREST AFTER

CONTRACT AWARD (MAR 2014)

H.9 EARNED VALUE MANAGEMENT SYSTEM (NOV 2016)

H.10 NON-DISCLOSURE

H.11 COST ACCOUNTING SYSTEM

H.12 PURCHASING SYSTEM

H.13 OPERATIONAL LANGUAGE

H.14 OPERATIONAL CURRENCY

H.15 SHIP BUILDER SELECTION

H.15.1 PROCESS AND CONSENT

H.15.2 TIMELINE

H.15.3 OVERSIGHT AND PRIVITY OF CONTRACT

H.15.4 CLAUSE APPLICABILITY

H.16 EXTERNAL MEDIA RELEASE

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 NOTICE OF HYBRID CONTRACT

I.2 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.3 52.203-14 DISPLAY OF HOTLINE POSTER(S) (NOV 2021)

I.4 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND

CERTIFICATIONS (DEC 2014)

I.5 52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND

SERVICES DEVELOPED OR PROVIDED BY KASPERSKY LAB AND OTHER COVERED

ENTITIES (NOV 2021)

I.6 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING

RESPONSIBILITY MATTERS (OCT 2018)

I.7 52.215-21 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA

OTHER THAN CERTIFIED COST OR PRICING DATA-MODIFICATIONS (NOV 2021)

ALTERNATE III (OCT 1997)

I.7 52.215-23 LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020) ALTERNATE I

(OCT 2009)

I.8 52.216-7 ALLOWABLE COST AND PAYMENT (AUG 2018)

I.9 52.216-18 ORDERING (AUG 2020)

I.10 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.11 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.12 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.13 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.14 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION

(MAR 2023)

I.15 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.18 52.227-23 RIGHTS TO PROPOSAL DATA (TECHNICAL) (JUN 1987)

I.19 52.229-8 TAXES—FOREIGN COST-REIMBURSEMENT CONTRACTS (MAR 1990) 79

I.20 52.244-2 SUBCONTRACTS (JUN 2020) (ALTERNATE I) (JUN 2020)

I.21 52.246-19 WARRANTY OF SYSTEMS AND EQUIPMENT UNDER PERFORMANCE

SPECIFICATIONS OR DESIGN CRITERIA (MAY 2001) ALTERNATE III (APR 1984)

I.22 52.246-26 REPORTING NONCONFORMING ITEMS (NOV 2021)

I.23 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.24 NSF110 ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICE

PROCESSING PLATFORM (IPP) (FEB 2019)

I.25 NSF140 TASK-ORDER AND DELIVERY-ORDER OMBUDSMAN (OCT 2018)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF

OFFERORS

K.1 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAR 2023)

K.3 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS

AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)

K.4 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.5 52.209-12 CERTIFICATION REGARDING TAX MATTERS (OCT 2020)

K.6 52.209-13 VIOLATION OF ARMS CONTROL TREATIES OR AGREEMENTS—

CERTIFICATION (NOV 2021)

K.7 52.234-3 NOTICE OF EARNED VALUE MANAGEMENT SYSTEM—POSTAWARD

INTEGRATED BASELINE REVIEW (NOV 2016)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 GENERAL INFORMATION

L.2 AMBIGUITIES AND DISCREPANCIES

L.3 DISCUSSIONS AND CLARIFICATIONS

L.4 PROPOSAL ORGANIZATION, PAGE LIMITS

L.5 PROPOSAL FORMATTING

L.5.1 SUFFICIENT DETAIL

L.5.2 VALIDITY STATEMENT

L.5.3 PAGE FORMAT RESTRICTIONS AND LIMITATIONS

L.5.4 PAGE LIMITATIONS

L.5.5 PAGES COUNTED

L.5.6 INDEXING

L.5.7 ELECTRONIC COPIES

L.5.8 VOLUME DESIGNATION

L.5.9 GLOSSARY OF ABBREVIATIONS AND ACRONYMS

L.5.10 COST INFORMATION

L.6 VOLUME I – EXECUTIVE SUMMARY

L.7 VOLUME II – PRIOR EXPERIENCE, PAST PERFORMANCE, TOTAL PROJECT COST

ASSESSMENT

L.7.1 FACTOR I: PRIOR EXPERIENCE

L.7.2 FACTOR II: PAST PERFORMANCE

L.7.3 FACTOR III: TOTAL PROJECT COST ASSESSMENT

L.8 VOLUME III – ORAL PRESENTATIONS

L.9 VOLUME IV – COST

L.9.1 GENERAL COST VOLUME GUIDANCE

L.9.2 INSTRUCTIONS FOR SUBMISSION OF OTHER THAN CERTIFIED COST OR

PRICING DATA

L.9.3 AUTHORIZED OFFEROR PERSONNEL

L.9.4 COMPANY ADDRESS, IDENTIFYING CODES, AND APPLICABLE

DESIGNATIONS

L.9.5 TEAMING ARRANGMENTS AND/OR LETTERS OF COMMITMENT

L.9.6 EXAMPLE ORDER SCHEDULE

L.10 VOLUME V – SMALL BUSINESS PARTICIPATION

L.10.1 SMALL BUSINESS SUBCONTRACTING PLAN

L.11 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES—IDENTIFICATION OF

SUBCONTRACT EFFORTS (OCT 2009)

L.12 52.216-1 TYPE OF CONTRACT (APR 1984)

L.13 52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA

OTHER THAN CERTIFIED COST OR PRICING DATA (NOV 2021) ALTERNATE IV (OCT

2010)

L.14 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES

(FEB 1993)

L.15 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.16 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB

1998)

L.17 NSF270 NOTICE OF POTENTIAL ORGANIZATIONAL CONFLICT OF INTEREST

(MAR 2014)

L.18 NSF310 NOTICE OF REGISTERING IN RESEARCH.GOV (MAY 2018)

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 EVALUATION OF PROPOSALS

M.2 EVALUATION FACTOR I: PRIOR EXPERIENCE

M.3 EVALUATION FACTOR II: PAST PERFORMANCE

M.4 EVALUATION FACTOR III: TOTAL PROJECT COST ASSESSMENT

M.5 EVALUATION FACTOR IV: ORAL PRESENTATIONS

M.6 EVALUATION FACTOR V: SMALL BUSINESS PARTICIPATION

M.7 EVALUATION FACTOR VI: COST

M.8 BASIS FOR CONTRACT AWARD

M.8.1 OVERALL EVALUATION

M.8.2 NUMBER OF CONTRACTS TO BE AWARDED

M.8.3 AWARD WITHOUT DISCUSSIONS/COMPETITIVE RANGE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS 2

B.1 PRICE/COST SCHEDULE 3

This single-award Indefinite-Delivery Indefinite-Quantity (IDIQ) contract does not have a CLIN schedule 4 at the base level – CLINs shall be captured on the orders, which may be task or delivery orders depending 5 on the requirement. Orders will have their own CLIN schedules tailored to match the requirements of that 6 order. Ordering procedures will be used to fulfill contractual requirements within the general scope of the 7 IDIQ contract, generally captured as1: 8

1. Management/Integration Services 9

2. Final Design Phase 10

3. Construction Stage 11

a. Ship Builder Contract 12

b. Ship Builder Oversight 13

4. Transition to Operations 14

B.2 CONTRACT TYPE 15

This is a hybrid contract. NSF retains the ability to use the below contract types on orders. Line items on 16 order schedules shall have their contract type identified. 17

1. Cost-Plus-Incentive-Fee (CPIF) 18

2. Cost-Plus-Fixed-Fee (CPFF) 19

3. Cost Reimbursement (CR) 20

B.3 IDIQ REQUIREMENTS 21

Per FAR 16.504, the following are required elements for an IDIQ contract: 22

FAR Reference Requirement Specification 16.504(a)(4)(i) Contract Period, Ordering Period Ten (10) years from the date of award

16.504(a)(4)(ii) Maximum Quantity $2,200,000,000.00

16.504(a)(4)(ii) Minimum Quantity2 $5,000,000.00

16.504(a)(4)(iii) Statement of Work / General Scope

See Sections C thru J

16.504(a)(4)(iv) Ordering Procedures See Section B.4

1 These categories are for illustrative purposes, the contractual requirement as it relates to the definition of the contract’s scope is captured in the ensuing contract sections.

2 The Government has no obligation to issue Task Orders under the resultant ID/IQ contract beyond the amount specified.

https://www.acquisition.gov/far/part-16#FAR_16_504__d1044e10

16.504(a)(4)(v) Authorized Ordering Activities

The National Science Foundation (NSF) cognizant Contracting Officer is the only authorized ordering activity.

16.504(a)(4)(vi) Authorization for Oral Orders

Oral orders are not authorized for this procurement.

B.4 ORDERING INSTRUCTIONS 23

The following is an overview of the ordering process for orders under this IDIQ. 24

1. NSF will prepare a requirement to be fulfilled via order, drafting the appropriate order 25 documentation which is provided to the Integrator. 26

2. The Integrator will review the order documentation and provide the Government with the necessary 27 technical, contractual, and cost documentation to properly evaluate the order for award. Depending 28 on the order’s requirement, offerors may be required to submit documentation including, but not 29 limited to: 30

a. Technical documentation or substantiating evidence (not otherwise captured as a contract 31 deliverable or requirement) which endorses or advocates for a particular solution to the 32 requirement. 33

b. Certified Cost or Pricing data, or Other than Certified Cost or Pricing Data, such that the 34 Government can assess the integrator’s cost or pricing as fair and reasonable3. 35

c. Small business subcontracting plans, with goals that may be recommended or required by 36 the Government. 37

d. Buy American Act, Trade Agreements Act, or other foreign acquisition documentation 38 required by a task order4. 39

3. The Integrator and the Government will negotiate the order. Failure to arrive at a satisfactory 40 negotiated agreement may result in the cancellation of the order. 41

4. Pending a satisfactory agreement between the Integrator and the Government, the order is awarded. 42

Once an order is provided to the Integrator to propose to, the Government retains the right to revoke the 43 order until it is awarded (signed by both parties), at which point termination procedures would be followed. 44

All orders, once placed, will conform to the requirements of FAR 16.505(a)(7). 45

B.5 FEE 46

To facilitate timely execution of future orders, the fee associated with use of specific contract types shall 47 be negotiated at contract award. 48

All instances where the contract type of Cost-Plus-Fixed-Fee (CPFF) is utilized on any ensuing order would 49 use a fee rate of X%, where X is a rate that has been negotiated at contract award. NSF and the Integrator 50 may, through mutual agreement, consider alternative rates post award. 51

3 Determination of fair and reasonable price, conforming to the requirements of FAR 15.4, is required at the order level due to the base IDIQ not having a priced schedule. As the schedule is unpriced, future task orders will not be exempt from the requirement for certified cost or pricing data on the basis of adequate price competition existing.

4 The base IDIQ does not contain clauses such as 52.225-1 or 52.225-9. These clauses shall be incorporated at the task order level where appropriate.

https://www.acquisition.gov/far/part-16#FAR_16_505__d1045e122

All instances where Cost-Plus-Incentive-Fee (CPIF) is utilized on any ensuing order will use the established 52 minimum, maximum, and target fee rates. However, the fee adjustment formula shall be specific to each 53 instance in order to accommodate the specific requirements of that order. Per 16.405-1(b), cost must be a 54 considered element of the adjustment formula. It is at NSF’s discretion whether a technical performance 55 incentive (Ex; milestone achievement, successful review, or other technical success) is included, but the 56 nature of the technical performance incentive may be negotiated. 57

Cost-Plus-Fixed-Fee (CPFF) Rate: X% 58

Cost-Plus-Incentive-Fee (CPIF) Rates: 59

Minimum Fee Rate: X% 60

Maximum Fee Rate: X% 61

Target Fee Rate: X% 62

B.6 CPIF FORMULA CONSIDERATIONS, GROUND RULES 63

B.6.1 DISTINCTION BETWEEN THE ESTIMATED COST FOR A CPIF 64

REQUIREMENT AND TARGET COST 65

Instances where CPIF is utilized shall establish both a target cost and estimated cost. Target cost shall be 66 documented separately from the estimated cost. The estimated cost shall be captured via contract line-item 67

(“CLIN”). 68

Target cost and estimated cost may differ from the issuance of CPIF requirement and may further diverge 69 over performance of the requirement. Maintaining a distinction between estimated cost and target cost 70 facilitates the measurement of cost-related incentives. 71

B.6.2 ESTABLISHMENT OF TARGET COST VERSUS ESTIMATED COST 72

Target cost is understood to include any “contingency” or “management reserve” associated with the CPIF 73 requirement. Estimated cost (the value captured on the order CLIN) is understood to be the current 74 estimated cost for a requirement less contingency and any reserves. The magnitude or value of contingency 75 or management reserve is an item for negotiation when establishing a CPIF requirement. 76

B.6.3 IMPACT OF NSF-DIRECTED CHANGE REQUESTS ON TARGET COST AND 77

FEE 78

When NSF directs a change post-award to a CPIF requirement, and the resulting approved change request 79 results in either an increase or decrease in the estimated cost, this change shall be assessed for its impact to 80 target cost. Impacts to target cost shall have corresponding impacts to the minimum, maximum, and target 81 fee values, in accordance with the established rates in B.55. Changes recommended by the Integrator and 82 approved by NSF, and then incorporated into the order, may or may not impact the fee given the context. 83

Example: increase to estimated costs (the CLIN value) may not drive an increase to target cost (the value 84 driving impacts to fee) if costs are due to corrective activity required by the Integrator or subcontractors. 85 However, if those same corrective costs were still allowable, it would create an increase in the CLIN’s 86 estimated cost. 87

5 Or, if mutual agreement has created rates specific to that CLIN, then the rates associated with that CLIN.

B.6.4 IMPACT OF NSF-DIRECTED CHANGE REQUESTS ON TECHNICAL 88

INCENTIVES 89

When NSF activity, such as directing a change post-award to a CPIF requirement, would make achievement 90 of a previously established technical incentive (ex: milestone achievement) prohibitively challenging or 91 otherwise unattainable, the Integrator shall notify the contracting officer and contracting officer’s 92 representative in writing within ten (10) calendar days of the change’s approval. The Integrator shall 93 provide recommendations to modify the technical incentives with supporting rationale for consideration by 94 NSF. Change to technical incentives is at NSF discretion. Failure to provide notice of technical incentive 95 impacts within the required time frame may result in NSF not considering the request. 96

B.6.5 APPROVAL OR SATISFACTORY FULFILLMENT OF TECHNICAL 97

INCENTIVES 98

Achievement related to technical incentives will often be contingent on NSF approval or concurrence. NSF 99 will endeavor to provide efficient, timely review of technical incentives but the timing of such reviews is 100 wholly at NSF discretion. 101

B.6.6 INVOICING FOR FEE PRIOR TO CPIF REQUIREMENT COMPLETION 102

The Integrator may invoice for fee associated with costs incurred up to the established minimum fee during 103 performance. 104

B.6.7 INVOICING FOR FEE AFTER REQUIREMENT COMPLETION 105

Due to the impacts that changing rates can have to costs-incurred post completion of a cost-type 106 requirement, after award of a cost-type requirement NSF and the Integrator shall mutually determine a 107 prudent time from which to “cut-off” trailing cost changes as necessary. This may result in a negotiation of 108 a final estimated cost after completion, for the purposes of facilitating a timely contractual closeout of a 109 completed order, thus accommodating issuance of any fee earned from incentives (when applicable). 110

B.7 EXAMPLE ORDER 111

The following is the Contract Line Item Number (CLIN) schedule for the example order. The IDIQ’s initial 112 order is anticipated to be the same as this example order, or as close as practicably possible to it. Section 113 B.7 shall be removed on contract award. This Task Order will be binding and issued upon contract award. 114

B.7.1 EXAMPLE ORDER CLIN SCHEDULE 115

BASE PERIOD: (24 to 28 Months)6 TBD TO TBD

CLIN DESCRIPTION OF

SUPPLIES/SERVICES TYPE EST COST FUNDED

0001 Final Design CPIF - - 0002 Integrator Program Management CPFF - - 0003 ODCs, Travel CR - - Total Base Period

6 Period of performance length is an element subject to negotiation. See section L.9.7.

B.7.2 EXAMPLE ORDER CLIN DESCRIPTIONS 116

0001 Final Design: Capturing labor and activities related to successfully executing the Final Design Phase, 117 Section C.2.3. 118

0002 Integrator Program Management: Capture of labor and activities related to execution and 119 administration of the contract which do not directly contribute to the efforts of fulfilling Section C.2.3 120 through the Final Design phase. 121

0003 Other Direct Costs: Capture of ODCs such as software, material transportation, and travel. Travel is 122 subject to the requirements of Federal Travel Regulation. 123

B.7.3 CLIN 0001, MANDATORY CPIF ELEMENTS 124

Element Value Description

TARGET COST $_____

Proposed and negotiated, subject to change post-award by NSF-directed & approved changes. Target cost may differ from estimated cost of CLIN 0001

TARGET FEE $_____ Rate: X% of Target Cost (Propose a target fee rate)

MINIMUM FEE $_____ Rate: X% of Target Cost (Propose a minimum fee rate)

MAXIMUM FEE $_____ Rate: X% of Target Cost (Propose a maximum fee rate)

B.7.4 CLIN 0001, CPIF ADJUSTMENT FORMULA 125

Criteria Description7 COSTS EXCEED TARGET For every 10% of cost over target, target fee rate is reduced by 1%, not going below the minimum fee.

COSTS UNDERRUN

TARGET

For every 5% of cost under target, target fee rate is increased by .5%, not exceeding the maximum fee.

SCHEDULE PASSES

For every thirty (30) calendar days the FDR package is not received (and approved by NSF) by the target date, target fee rate is reduced by 1%, not going below the minimum fee.

SCHEDULE BEATS

For every thirty (30) calendar days the FDR package is received (and approved by NSF) in advance of the target date, target fee rate is increased by 1%, not exceeding the maximum fee.

FINAL DESIGN REVIEW

IS NOT APPROVED

In the event that FDR does not result in approval, target fee rate is reduced by 2%, not going below the minimum fee.

7 The following descriptions contain percent values and timelines related to technical incentives. These values and terms are available to be negotiated.

https://www.gsa.gov/policy-regulations/regulations/federal-travel-regulation

FINAL DESIGN REVIEW

IS APPROVED

In the event that FDR is approved, target fee rate is increased by 2%, not exceeding the maximum fee.

B.7.5 CPIF ADJUSTMENT FORMULA DEFINITIONS 126

Target Date: Target date is understood to be the period of performance for the associated CLIN. 127

Final Design Review Approval: Approval is understood to be receipt of the FDR Panel’s approval. 128

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF 129

WORK 130

This section includes a statement of work, specifications, or other description, that reasonably describes the 131 general scope, nature, complexity, and purpose of the supplies or services the Government will acquire 132 under the contract consistent with FAR 16.504(a)(4)(iii) and/or other applicable authorities. 133

C.1 BACKGROUND 134

Project Title: Antarctic Research Vessel (ARV) Vessel Integrator for Final Design Phase and MREFC 136 Construction Stage 137

Purpose of the vessel and overall objective of the project. The U.S. maintains a world-class science 138 program in Antarctica to advance the frontiers of knowledge and to ensure an active and influential role in 139 the Antarctic Treaty System, now in force for over 50 years. By presidential mandate, the National Science 140 Foundation (NSF) acts on behalf of the U.S. government as the single-point manager of the United States 141 Antarctic Program (USAP). To carry out its responsibilities, NSF operates three year-round research 142 stations in Antarctica, and two purpose-built research vessels. The current icebreaking research vessel, 143 RVIB Nathaniel B. Palmer (NBP) is reaching the end of its service life and needs replacement. The 144 Antarctic Research Vessel (ARV) project will design, construct, and deliver a new, more technologically 145 advanced, and capable icebreaking research vessel that will replace the NBP and thus ensure the U.S. 146 research community has a more viable, safe, and effective platform for supporting Antarctic science for up 147 to 40 years beyond the retirement of the NBP. 148

History of market surveillance, market research, and/or requirements development. Numerous 149 reports developed by the science community over the last decade have strongly advocated for an Antarctic 150 Research Vessel (ARV) with enhanced capabilities. These reports and relevant recommendations include: 151

• “Report of the Ad Hoc Subcommittee on the U.S. Antarctic Program’s Research Vessel Procurement”, 152 Office of Polar Programs Advisory Committee, 2019. 153

• “A Strategic Vision for NSF Investments in Antarctic and Southern Ocean Research”, National 154 Academy of Sciences, 2015. Committee recommended: 155 o “Prioritize the acquisition of a next-generation research icebreaker” 156 o “Ship support for research in ice-covered Southern Ocean coastal areas” 157 o “To support the science priorities recommended by this Committee, and to retain a leadership 158 role in both Antarctic and Arctic research, NSF will need to prioritize the acquisition of a next-159 generation research icebreaker… to provide critically needed field opportunities for U.S. 160 scientists.” 161 o “To maintain operations at U.S. Antarctic research stations and support all U.S. research carried 162 out on the continent, progress must be made in acquiring one or more new polar class 163 icebreakers.” 164

• “More and Better Science in Antarctica Through Increased Logistical Effectiveness”, Blue Ribbon 165 Panel Report (BRP), 2012. Second of the top ten BRP recommendations: “Restore the U.S. polar ocean 166 fleet to support science, logistics, and national security in both polar regions over the long term.” 167

• “Polar Research Vessel Science Mission Requirements Refresh Project” University National 168 Oceanographic Laboratory System (UNOLS), 2012 (https://www.unols.org/polar-research-vessel-169 science-mission-requirements-smr-refresh-project). 170

• “Future Science Opportunities in Antarctica and the Southern Ocean”, National Academy of Sciences, 171 2011. “Maintain and enhance the unique logistical assets of the United States, including research 172 stations, aircraft and research vessels…” 173

• “Critical Infrastructure for Ocean Research and Societal Needs in 2030”, National Academy of 174 Science, 2011. The committee concluded that “Recover[ing] U.S. capability to access full and partially 175 ice-covered seas” would help ensure that the U.S. has the capacity in 2030 to undertake and benefit 176 from knowledge and innovations possible with oceanographic research. 177 https://www.unols.org/polar-research-vessel-science-mission-requirements-smr-refresh-project https://www.unols.org/polar-research-vessel-science-mission-requirements-smr-refresh-project

C.2 STATEMENT OF WORK 178

The following sections generally describe the anticipated necessary components feeding into the 179 development, design, construction, and delivery of the next generation Antarctic Research Vessel. Where 180 possible, to avoid duplications, references are made to the ARV’s Project Execution Plan (PEP) and other 181 documents to assist offerors in understanding and responding to project task elements. 182

C.2.1 DESCRIPTION OF THE MREFC PROCESS 183

A reference document8 for completing the ARV project is the National Science Foundation Research 184 Infrastructure Guide (RIG), Document Number: nsf21107, and subsequent revisions. 185

The following figure taken from the RIG shows the overall life cycle of an NSF Major Facilities project. 186

Figure 2.1.3-1 Progressive steps in the facility life cycle, showing the high-level review and decision points for 187 exit and entry into each stage. The Design Stage is further broken down into phases. 188

The ARV project has completed the Development Stage and is currently in the Preliminary Design Phase 190 of the Design Stage. 191

The Scope of Work for this contract includes the Final Design Phase and the Construction Stage. Issuance 192 of orders related to the Construction Stage is dependent on successful completion of the Final Design 193 Review (FDR), NSF approvals, Congressional funding for construction, and issuance of appropriate task 194 orders. 195

The Construction Stage consists of a Detail Design Phase, the Ship Construction Phase, and a Transition 196 to Operations/Warranty Period Phase, described in more detail below. 197

C.2.2 MREFC PHASES 198

C.2.2.1 Design Process through Preliminary Design Phase 200

The ARV project successfully completed the Conceptual Design Phase and is in the process of completing 201 the Preliminary Design Phase and related documents. The Preliminary Design Review (PDR) was 202 successfully completed in February 2023. The finalized Preliminary Design documents are Government-203 provided. 204

C.2.2.2 Description of the Final Design Phase 205

8 The RIG shall be last in preference when compared to the items established in FAR clause 52.215-8, which is incorporated by reference.

https://www.nsf.gov/publications/pub_summ.jsp?ods_key=nsf21107

The Final Design Phase further refines the project definition and the Project Execution Plan and 206 demonstrates that project planning and management meet requirements for readiness to receive funding and 207 begin construction. This phase can also incorporate events or conditions that were unforeseen when the 208 PDR was conducted. Final Design Phase ends with a Final Design Review (FDR) and potential obligation 209 of construction funds following internal approvals and upon issuance of appropriate task orders. See RIG 210 Section 2.3.3. 211

C.2.2.2.1 Project Execution Plan (PEP) 212

Update the Project Execution Plan based on the expectations in NSF RIG Sections 2.3.3 and 3.4 213 and associated RIG Sections. Carry out project management controls in accordance with the PEP. 214 This includes preparation for and support for the FDR. 215

C.2.2.2.2 Final Design Development 216

a. Design Agent: Propose and engage a design agent to complete the Final Design (Bid 217 Design) and supporting documentation. 218

b. Design Development: Continue development of ARV design to the Final Design (Bid 219 Design) level based on design drawings and reports delivered for the Preliminary Design 220 Phase. These deliverables are described below and included as part of this solicitation. 221

c. Model Testing: The Model Testing program will be continued as needed based on results 222 during the Preliminary Design Phase. 223

d. Shipbuilder Selection: The Vessel Integrator will conduct a solicitation and selection of 224 a prospective Shipbuilder to be engaged for value engineering prior to FDR. Shipbuilder 225 award may be phased such that this subcontract has distinct option periods allowing for 226 value-engineering development prior to option periods for construction. 227

e. Shipbuilder’s Contract Specification: As part of design development (with value-228 engineering revisions), a Shipbuilder’s Specification that defines the requirements to build 229 the vessel will be updated and finalized by the Design Agent and Vessel Integrator. An 230 initial version will be used as part of the Shipbuilder solicitation by the Vessel Integrator. 231 The initial version of the Shipbuilder’s Specification is a deliverable during the 232 Preliminary Design Phase and will be included with this solicitation. 233

C.2.2.3 Description of the Construction9 Stage 234

C.2.2.3.1 Detail Design Phase: Engineering completion including completion of Detailed Design, 235 production engineering and submittal of the Class Design for Regulatory Body approvals. Some 236 long lead time purchases can take place during this phase as needed and approved by NSF. 237

C.2.2.3.2 Construction Phase: Construction, outfitting, testing, trials and inspections resulting in 238 delivery of ARV that meets all performance specifications and preliminary acceptance by NSF. 239

C.2.2.3.3 Transition to Operations Phase: A one year Shipbuilder’s Warranty period with 240 outfitting, science and ice trials and a Post-Shakedown Availability to complete all Shipbuilder 241 Warranty work. This phase ends with ARV delivery to its home port in Punta Arenas, Chile, ready 242 to support science and final NSF acceptance. 243

C.2.3 FINAL DESIGN PHASE 244

9 Construction, as referenced by this requirement, is used in a colloquial or conventional means, and not to be misconstrued as the FAR 2.101 definition of “Construction”, which specifically excludes from definition “[…] the manufacture, production, furnishing, construction, alteration, repair, processing, or assembling of vessels[.]”

This section and the following sections describe what work the Vessel Integrator will likely perform during 246 the Final Design Phase and the Construction Stage of the ARV project upon appropriate task order issuance. 247 This scope of work includes all major tasks, work elements and objectives and acceptance criteria. The 248 ARV PEP provides details of the organization and tasks necessary for successful conduct of the Final 249 Design Phase with Sections 2, 3, 5, 7 & 14 being especially pertinent to this phase. A nominal timeline for 250 completion of the major elements of the project is included in Section C.2.7 of this Statement of Work. 251

C.2.3.1 Project Execution Plan 252

The RIG and the PEP at the end of the Final Design Phase are intended to be incorporated into orders for 253 construction. PEP references may define the award scope, cost, schedule, risk register, and related 254 contingencies, as well as configuration and contingency control, earned value management system, and 255 project governance. 256

Some key project management elements of the PEP include: 257

• A deliverable-based Work Breakdown Structure (WBS) as described in RIG Section 4.2.2.7. 258

• A Cost Estimating Plan and Cost Estimate, including a Cost Book and well-documented Basis of 259

Estimate (BOE), in accordance with FAR, RIG Section 4.2, and the GAO Cost Estimating and 260 Assessment Guide (GAO-20-195G, March 2020) that follows the GAO’s twelve steps and best 261 practices to meet the four characteristics of a high-quality estimate (well-documented, 262 comprehensive, accurate, and credible). 263

• A Schedule Basis Document and Integrated Master Schedule in accordance with RIG Section 4.3 264 and the GAO Schedule Assessment Guide (GAO-16-89G, December 2015) that follows GAO’s ten 265 steps and best practices to meet the four characteristics of a reliable schedule (comprehensive, well-266 constructed, credible, and controlled). 267

• Budget and Schedule Contingency calculations via probabilistic risk analysis (Monte Carlo) that 268 are based on a risk register and uncertainties, in accordance with RIG Sections 4.2.5 and 6.2, and 269 the GAO Cost and Schedule Guides. 270

• An Earned Value Management System (EVMS) plan in accordance with RIG Section 6.8 and the 271 NSF EVM Gold Card that meets the intent of the 32 guidelines in the Electronic Industries Alliance 272 standard (EIA-748) for EVMS. 273

• A Scope Management Plan in accordance with RIG Sections 3.4.1 and 4.2.5.1 274

• Project personnel and competencies in accordance with RIG Section 4.6.6. 275

The Vessel Integrator is responsible for ensuring the overall project meets RIG and PEP guidance. Specific 276 data and documentation requirements should flow down to subcontractors to ensure sufficient supporting 277 information is provided to the Vessel Integrator to meet the overall project requirements. 278

The following is an excerpt from the NSF RIG that describes the purpose and scope of the PEP. 279

Typical components of a construction-ready Project Execution Plan (PEP) are listed in Table 280 3.4.1-1 of the RIG as an example of the extensive nature of the pre-construction planning that 281 should be conducted prior to expending construction funds to execute the project. Some topics will 282 continue to be refined during the Construction Stage, for example, Commissioning Plans and 283 related sub-plans. 284

The PEP should ideally contain or reference all project related documents and be the standalone 285 source explaining how and why the project meets all requirements and should proceed as planned. 286 Various components of the PEP may often be detailed in separate documents or as appendices, 287 especially, living documents for future operations such as cybersecurity and data management 288 plans. The PEP should reference these separate documents to summarize the complete scope of the 289 pre-construction planning. In addition to referencing these separate plans, the PEP should provide 290 a high-level summary, outline the associated goals, and/or identified responsibility for the specific 291 plan. 292

It is important for the PEP to document all assumptions and boundary conditions driving project 293 design and implementation. Additions or alterations to the typical PEP components listed below 294 are likely, due to the unique nature of each specific project. Any special construction elements 295 should be identified and addressed in the PEP or a separate document such as the work breakdown 296 structure dictionary or design requirements, drawings, and specification documents. 297

C.2.3.2 Final Design Development 298

a. Preliminary Design and Performance Specifications 299

The Final Design (Bid Design) will be completed based on the Preliminary Design documentation and 300 the ARV Performance Specifications. Prior to the FDR, a series of Interim Design Reviews will be 301 held with the NSF as described in ARV PEP Section 3.3. The following tables define the drawings, 302 reports and documents that are part of the Preliminary Design deliverables and that will be finalized 303 and delivered to NSF for FDR and at the conclusion of the Final Design Phase as a minimum. 304

Table 1 - Drawings

Hull Lines Drawing Firemain System

Pilot House and Chart Area Arrangement Drawing Seawater Service System

General Arrangement Drawing Science Seawater System

Centerboard, Trunk and Handling System Drawing (FD phase)

Bilge and Oily Waste System

Blocking Plan Jacket Water Cooling Drawing

Science Space Arrangement Drawing Ballast System

Topside Arrangement Drawing Roll Tank System

Structural Drawings: Midship, Decks and Platforms and Shell Expansion

Waste Heat Recovery System & Hot Water Heating System

Superstructure Structure Drawing Potable Water Service System

Structural Fire Protection Drawing (FD Phase) Chilled Water System

Insulation Drawing Freshwater Cooling System

Masts, Yardarms, and Flagstaff Drawing (FD Phase) Fuel Oil System

Propeller Drawing Urea System (FD Phase if required)

Navigation Lights Arrangement Drawing Cargo Oil System

Machinery Arrangement Drawing Fire Extinguishing Systems

Equipment Removal Drawing Lifesaving Drawing

Handling Systems and Scientific Deployment Drawing Shipwide Network Diagram

Container Handling, Transfer Tracks, and Securing Systems (FD Phase)

Ship and Scientific Compressed Air System

Anchoring and Mooring Drawing Sewage System

Electrical System One-Line Diagram Hydraulic Systems (FD Phase)

Scientific Electronic Arrangement Drawing Deck De-icing Plan

Lighting Plan – Interior and Exterior (FD Phase) Lube Oil System

HVAC Systems Drawing Refrigeration System (FD Phase)

Table 2 - Analyses / Technical Documents

Requirements Verification Matrix Range and Endurance Calculations Report

Life Cycle Fuel Estimate and Cost Savings Study Report

Stack Gas Flow Analysis Report

Speed and Power Analysis Report Electric Power Load Analysis

Seakeeping Performance Report Propulsion System Report

Maneuvering Performance Report Auxiliary Systems Report

Dynamic Positioning System Performance Report Pollution Control Systems Report

Bubble Sweepdown Computational Fluid Dynamics Report

Automation, Control, and Monitoring Systems Report

Regulatory Body Communications and Correspondence

Preliminary Power System Analysis Report

Airborne Noise Report Preliminary Power Quality Analysis Report

Underwater Radiated Noise and Sonar Self-Noise Report

Waste Management Report

Vibration Report Human Systems Interface (HSI) Report

Intact and Damage Stability Report Science Systems Report

Design Weight Estimate Novel or Emerging Technologies Report

Model Test Program Plan (open water and ice) Ship Construction Report

Model Test Report (open water and ice) Trade-Off Studies

Master Equipment List Design Summary Report

Green Ship Alternative Studies Polar Operation Design Features Report

Hull Form Trade-Off Study Habitability Study

Icebreaking Performance Report Structural Design Report

Transducer/Centerboard Trade-Off Study Electric Propulsion Architecture Trade-Off Study

Fault Current Analysis Report Area/Volume Report

Area/Volume Report Master Equipment List

Critical Equipment List Winterization Plan

Ship Builder’s Contract Specifications Configuration Change Report

Science Outfitting List Topside SATCOM Trade-Off Study

ARV Placemat Icebreaker Producibility White Paper

Logistics Support Plan Systems Eng Mgmt Plan (SEMP)

Action Item Status Memo ARV CAMEO Model Report

SMR Requirements Traceability Matrix Polar Operations Design Feature Report

Table 2 - Analyses / Technical Documents

Enhanced Aviation Deck Capabilities Assessment Medium Helicopter Assessment

Mast Analysis Report Stack Gas Analysis Report

Alternate Engines with Aftertreatment Compatibility Smart HVAC Power Demand Study

Workboat Specifications (three) Picture Window Assessment

b. System Engineering 308

In conjunction with vessel design activities, a robust system engineering process is required to ensure 309 proper requirements tracking and configuration control as defined in the System Engineering Plan 310 (PEP Appendix 13). The Vessel Integrator will be responsible to ensure the Vessel Designer and the 311 System Engineering Team coordinate their work to produce a verifiable engineering product that 312 aligns to the Science Mission Requirements (PEP Appendix 01) and the Performance Specifications. 313

c. Model Testing 314

The Model Test Program Plan (open water and ice) and Model Test Report (open water and ice) from 315 the Preliminary Design Phase will be provided as part of this solicitation. A stage 4 model test 316 campaign discussed in the Model Test Program Plan will need to be conducted if not completed during 317 Preliminary Design. This will include physical model testing of an evolved propeller design with 318 inputs from Stage 3B testing and further testing and optimization of maneuverability and seakeeping 319 performance. 320

Any Model testing for the Final Design Phase will be proposed by the Vessel Integrator and their 321 design agent and will be included in the scope of work if approved by NSF. 322

d. Shipbuilder Selection 323

Shipbuilder source selection will be completed during the Final Design Phase based on the Bid Design 324 Package defined in Table 1 above and selected documents from Table 2 along with contract 325 documentation developed by the Vessel Integrator. 326

Shipbuilder contract terms shall be developed by the Vessel Integrator, incorporating flow-down 327 requirements from NSF. 328

Shipbuilder award will be phased to allow for initial value-engineering development during the Final 329 Design Phase with an option for the Construction Stage that would be contingent on successful 330 completion of the FDR and Congressional appropriation of the MREFC Construction funding. 331

Shipbuilder selection criteria will be approved by NSF and will be based on a best value evaluation of 332 Shipbuilder qualifications and proposed cost for value engineering and a preliminary not-to-exceed 333 cost for the Construction Stage. Exercising the Construction Stage option for the Shipbuilder contract 334 will be contingent on the continued qualification of the Shipbuilder and agreement to a final accepted 335 price by all parties. Additional requirements concerning shipbuilder selection are in contract section 336 H.14. 337

e. Value Engineering 338

It is anticipated that the Vessel Integrator (VI) will enter into a subcontract with the Ship Builder for 339 Value Engineering. The Vessel Integrator and Design Agent will engage in Value Engineering with 340 the selected Shipbuilder during the Final Design Phase to help ensure the buildability of the design 341 and specifications. Value Engineering will also help to define the basis for a final negotiated 342 Construction Stage cost. 343

f. Shipbuilder’s Contract Specification 344

A draft Shipbuilder’s Contract Specification was developed during the Preliminary Design Phase and 345 will be provided as part of this solicitation. The Design Agent and Vessel Integrator will update and 346 further refine the Shipbuilder’s Contract Specification at the beginning of the Final Design Phase for 347 use in the Shipbuilder solicitation. The Shipbuilder’s Contract Specification will continue to be 348 updated and finalized based on continued design development and value engineering for inclusion in 349 the final shipbuilder’s construction contract. 350

C.2.3.3 Preparation for Final Design Review 351

Prepare a complete Final Design Review package that meets the requirements of the NSF Research 352 Infrastructure Guide, Document Number: nsf21107. The FDR package will include, but is not limited to, 353 the following: 354 o Project Execution Plan. 355 o Final Design (Bid Design) for the proposed ARV including Shipbuilder’s Specification. 356 o Updated risk register and probabilistic risk analysis (Monte Carlo) with defined mitigation 357 strategies for construction, identifying enabling technologies, high-risk or long-lead items, and 358 research and development (R&D) needed to reduce project risk to acceptable levels. 359 o Description of the proposed construction performance baseline (scope of work, budget, and 360 schedule) needed to evaluate readiness for the Construction Stage. 361 o A bottom-up Total Project Cost for the Construction Stage 362

C.2.3.4 Conduct of the Final Design Review 363

The Vessel Integrator shall assist NSF in planning and managing the FDR. Activities to plan and manage 364 the FDR include, but are not limited to, the following: 365 o Developing the FDR Panel’s charter, 366 o Preparing briefing materials for presentations to the FDR Panel, 367 o Presenting multiple briefing packages to the FDR Panel, 368 o Answering questions posed by the FDR Panel, 369 o Attending the FDR, which is anticipated to be three or four days and held at NSF’s headquarters 370 building in Alexandria, Virginia, 371 o Managing the day-to-day activities of the FDR Panel, and 372 o Taking meeting minutes for each session 373

C.2.4 CONSTRUCTION STAGE 374

C.2.4.1 Detail Design (Engineering) Phase 376

a. Shipbuilder Contract 377

The Vessel Integrator will enter into a contract with the Shipbuilder to deliver the ARV in accordance 378 with the Shipbuilder’s Contract Specification and the finalized Bid Contract Design. The terms of the 379 contract and final negotiated cost are subject to the contracting officer’s written consent, consistent 380 with clause 52.244-2. 381

b. Regulatory Design Submittal 382

The Vessel Integrator will ensure that with continued detailed design and engineering with the 383 Shipbuilder, the Design Agent and/or Shipbuilder will submit all required drawings, reports, and 384 https://www.nsf.gov/publications/pub_summ.jsp?ods_key=nsf21107 specifications to regulatory bodies for review and approval.